Svce Ops
Service
90 Mins Quarterly Regions Leads Caterina
Operations
Svce Eng
Svce Ops Caterina
J920 Readiness & 1 hr Monthly Regions (WE, NAM) C Gould
Performance J920 Service Director
Svce Eng
Fulfillment
Regions Primo
Parts Fulfillment 90 Mins Quarterly
Monthly Maarten
Cost/productivity 1 hr (cycle TBD Nadine/Primo
topics) Patrick
Graeme Raffaella
Pricing/growth 1 hour Montly Maarten, Raffaella Jesus
Jesus, Wolfgang, Davide Raffaella/Graeme
Market/Competitor Feilim, Patrick Burak
90 mins Quarter
view Region Leads, Sales Leads
Personnel Reviews
Meeting Type Duration Timing Attendees (Required) Lead
Touchpoints 30 mins Biweekly One-on-One with staff staff members
One-on-One with staff
Quarterly Priorities 1 Hour Quarterly
Feilim
Others
Meeting Type Duration Timing Attendees (Required) Lead
CP performance 360
T6TF
J920 Steering
Committee
DP quarterly
Blueprint
Quarterly Services
Review
Ad hoc
projects/inititaives
FMC Staff
Webchat
Blog/Letter
Region 5Q outlook
Pacing Review
Quality/CI
Service
Operations
Service
Operations
Parts Fulfillment
Cost/productivity
PL review
Pricing/growth
Market/Competitor
view
Personnel Reviews
Meeting Type Duration Timing Attendees (Required) Lead
Touchpoints
Quarterly Priorities
Others
Meeting Type Duration Timing Attendees (Required) Lead
CP performance 360
T6TF
J920 Steering
Committee
DP quarterly
Blueprint
Quarterly Services
Review
Ad hoc
projects/inititaives
FMC Staff
Webchat
Blog/Letter
Region 5Q outlook
Pacing Review
Quality/CI
Service
Operations
Parts Fulfillment
Cost/productivity
PL review
Pricing/growth
Market/Competitor
view
Personnel Reviews
Meeting Type Duration Timing Attendees (Required) Lead
Touchpoints
Quarterly Priorities
Others
Meeting Type Duration Timing Attendees (Required) Lead
CP performance 360
T6TF
J920 Steering
Committee
DP quarterly
Blueprint
Quarterly Services
Review
Ad hoc
projects/inititaives
perating Rhythm (proposed)
Agenda Notes
Rolling 5Q outlook - Orders, Sales, CM Region leaders present
Region CP (or direct) scorecard, IB Entitlement vs Actual Timing - Early 2nd month of Q
Large Deal R&O, S&OP input (ROH & CM&U) Patrick to finalze temaplate
Path to plan (orders/sales/CM/cash)
specific R&O w/actions Per DP Schedule
Quality updates, RCAs, CoQ (incl unplanned), Issue trends Rotate topics across quarter
Customer scorecards, NPS Hold pending update from Q
CI initiatives
EHS, Fulfillment, Staffing, Warranty
Training
Capacity Utilization & demand Forecast
Heat Map - key actions Separate from Kiel readiness review
Active sites & upcoming deals
staffing/readiness
CSA performance
Parts OTD
S&OP capacity & fulfillment
Inventory management, aging/turns etc
Warehousing logistics perf vs plan
CS productivity Rotate topics across quarter
Parts & ROH productivity (VCP/Deflaction)
Bullet trains
Agenda Notes
JB/WK Rotate topics across quarter
NPI/Growth initiatives
Digital
Pricing: TX JB & WK, CSA/MSA, ROH/CM&U Rotate topics across quarter
MYA attachment & renewals
Competitive analysis…win/loss
SAS growth/ Competitor review/Market dynamics Anytime
Fleet entitlemnet vs actual….actions to grow
Agenda Notes
update on key activities and Items of Interest
Review of previous quarter performance against priorities
Review of coming quarter priorities
Agenda Notes
Agenda Notes
Agenda Notes
Agenda Notes
Agenda Notes
Agenda Notes
Agenda Notes
Agenda Notes
per qtr
6
nded as information sessions (not decision pioints)
e all hands
5
2nd month of Q
ze temaplate
across quarter
3
1.5
1.5
across quarter
1.5
across quarter
3
across quarter
3
DPS Operating Rhythm (proposed)
Meeting Sheet (Proposed)
Agenda Meetings
Notes
Decisions
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